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ProShares S&P 500 Dividend Aristocrats ETF

704 hedge funds and large institutions have $6.66B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 244 increasing their positions, 255 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+60
Holders Change %
+9.32%
% of All Funds
10.32%
Holding in Top 10
43
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.26%
% of All Funds
0.63%
New
104
Increased
244
Reduced
255
Closed
39
Calls
$6.38M
Puts
$2.09M
Net Calls
+$4.28M
Net Calls Change
-$2.64M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
176
Continuum Advisory
Idaho
$2.83M -$246K -2,585 -8%
PAS
177
Park Avenue Securities
New York
$2.82M +$80.4K +844 +3%
GRP
178
Global Retirement Partners
California
$2.81M -$327K -3,476 -10%
CRC
179
Curi RMB Capital
Illinois
$2.81M -$284K -2,988 -9%
CFG
180
Cooper Financial Group
California
$2.8M +$155K +1,631 +6%
CFCI
181
Comprehensive Financial Consultants Institutional
Indiana
$2.79M -$6.38K -67 -0.2%
Fidelity Investments
182
Fidelity Investments
Massachusetts
$2.73M +$285K +2,989 +12%
CIBC World Market
183
CIBC World Market
Ontario, Canada
$2.71M +$2.71M +28,448 New
MCM
184
MAI Capital Management
Ohio
$2.69M +$1.27M +13,314 +89%
MBI
185
May Barnhard Investments
Maryland
$2.66M +$2.66M +27,920 New
MIM
186
Macroview Investment Management
Maryland
$2.64M -$25.8K -271 -1%
IWC
187
Integrated Wealth Concepts
Massachusetts
$2.64M -$790K -8,294 -23%
BWM
188
BNC Wealth Management
Oregon
$2.64M +$2.64M +27,697 New
SFC
189
Strategic Financial Concepts
Texas
$2.63M +$86.4K +908 +3%
CAAM
190
Cornerstone Advisors Asset Management
Pennsylvania
$2.61M
MOS
191
MGO One Seven
Ohio
$2.6M +$2.29M +24,043 +729%
AAS
192
Ameritas Advisory Services
Nebraska
$2.57M -$729K -7,647 -22%
KWA
193
Kingswood Wealth Advisors
California
$2.57M +$2.13M +22,390 +487%
AGP
194
Autumn Glory Partners
Texas
$2.56M +$51.7K +549 +2%
RJT
195
Raymond James Trust
Florida
$2.55M +$157K +1,646 +7%
IPAM
196
ICICI Prudential Asset Management
India
$2.52M +$230K +2,410 +10%
JJBC
197
James J. Burns & Company
New York
$2.5M -$30.9K -325 -1%
BDS
198
Banco de Sabadell
Florida
$2.49M +$332K +3,490 +15%
EWA
199
EP Wealth Advisors
California
$2.49M +$2.32M +24,362 +1,395%
GVAG
200
Great Valley Advisor Group
Delaware
$2.47M +$191K +2,003 +8%